The Point Financial Group

09/02/2026

Don't wait until December to start thinking about year-end planning.

From retirement contributions and charitable giving to healthcare and estate planning, there are several important areas worth reviewing before deadlines approach.

Discover 8 year-end planning strategies to consider before Q4 arrives.

Preparing during the fourth quarter to review your plans, make decisions, and take appropriate actions may help manage year-end financial planning. Early fall is a practical time to review your finances, organize your records, and look ahead to deadlines that could arrive more quickly than you expec...

08/28/2026

As summer comes to a close, it's a good time to check in on your financial goals for the year.

A quick review today can help keep you moving toward what matters most.

Contact us today: https://www.pointfg.com/contact

08/27/2026

Part of any good retirement plan is identifying when you want to claim Social Security. Here are 4 factors to evaluate during your decision.

"When should I file for Social Security?" This becomes one of the most important decisions clients of financial advisors may face as retirement approaches. Optimal timing depends on personal circumstances, savings goals, and spousal considerations. Here's what to know.

08/25/2026

Life changes. Goals change. Priorities change.
Regular reviews can help ensure your financial strategy continues to reflect what's most important to you.

www.pointfg.com/contact

08/20/2026

There is no magic number that everyone needs to hit, but it is helpful to remember that the goals of yesterday might need some updating. How does your plan look?

Something saved is still better than nothing saved, and a late start is better than no start at all.

08/19/2026

Headlines move fast; your plan shouldn’t. Stick to long‑term goals and revisit risk levels when life changes — not when markets do. https://www.pointfg.com/weekly-market-commentary-kf26a

08/18/2026

Back-to-school season reminds us that growth often starts with learning.

The same can be true for financial planning. The more we learn and stay engaged, the more confident we may feel when making important financial decisions.

Learn about financial planning with us: https://www.pointfg.com/financial-planning

08/17/2026

Preparation can help create flexibility when opportunities arise.
The work you put in today may help make tomorrow's decisions easier.

08/14/2026

Today is a great reminder to take a closer look at your financial goals and priorities.

Small actions, regular reviews, and a commitment to learning can all help strengthen your financial future.

08/13/2026

If you haven't looked at your estate plan this year, this checklist will guide you right into 2027.

The uncertainty and turmoil regarding estate planning is over. There is no reason now to delay action. Create or update your estate plan using this checklist.